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SLVYX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

Saratoga Large Capitalization Value A (SLVYX) Ownership - Who owns Saratoga Large Capitalization Value A?

The investment seeks total return consisting of capital appreciation and dividend income... Show more

Category: #Mid-Cap Blend

Profile

Category
Mid-Cap Blend
Address
Saratoga Advantage Trust4020 South 147th Street, Suite #2Omaha
Phone
N/A
Web
www.saratogacap.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Blend
Total Expense Ratio
2.29
Min. Initial Investment
2500.00
Fund Existence
over 19 years
Turnover
83.00
Front Load
5.75
Net Assets
18586872.00
Manager Tenure
N/A

Fundamentals

SLVYX
Net Assets
18.6M
Fund Existence
over 19 years
Turnover
83.00
Total Expense Ratio
2.29
Front Load
5.75%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
2.29
Assets in Top Ten Holdings
11.6M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
403K
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.65
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
22.00
Number of Net Holdings
23.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
56.90%
Gain YTD
7.912
Annual Yield % from dividends
0.00
Returns for 1 year
-5.19
Returns for 3 years
13.36
Returns for 5 years
29.90
Returns for 10 years
10.59
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General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Saratoga Advantage Trust4020 South 147th Street, Suite #2Omaha
Phone
N/A
Web
www.saratogacap.com